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Personal Solutions

Comprehensive Review System

Of all the work we do with our clients, we believe the most appreciated services are the sessions pertaining to financial strategies, in which we analyze the following three key components of a client’s personal financial model:

  • Protection component
  • Savings component
  • Investment component

We use a comprehensive review system that focuses on the maximum efficiencies of money, cost recapture, increased spendable retirement income (often without any additional out-of-pocket expense), lower risk, and increased accessibility to assets.

We can provide you with a quick demonstration regarding this particular service. Feel free to ask one of our representatives to do so.

Financial Products

We recognize that every client might not elect to go through the above process. Therefore, we also work with clients to help them meet specific needs and objectives involving a variety of financial products and services. Those products and services are as follows:

Insurance Products

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance

Investment Planning Options

  • Mutual Funds
  • Securities Brokerage Services
  • Annuities
  • Managed Money Accounts

Wealth Management

  • BNY Mellon
  • The MassMutual Trust Company, FSB
  • Managed Accounts
  • eMoney Financial Planning System (Click here for demo)

Retirement Funding Options

  • Non Qualified
  • Traditional IRA
  • Roth IRA

College Funding Techniques

  • 529 Plans
  • Coverdell IRA
  • Custodial Accounts

Strategies for Retirement

Estate Planning

Asset Protection Strategies

© 2017 Code Smith Financial, LLP. All Rights Reserved

Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of MML Investors Services, LLC on FINRA's BrokerCheck